SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 125 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $484 | -0.8% | 4,917 | -5.7% | 0.35% | -4.4% |
| Q1 2023 | $488 | -10.9% | 5,216 | -14.4% | 0.36% | -8.3% |
| Q4 2022 | $548 | -99.9% | 6,096 | -3.5% | 0.40% | +1.0% |
| Q3 2022 | $559,000 | -13.6% | 6,319 | -12.8% | 0.39% | -6.9% |
| Q2 2022 | $647,000 | -34.9% | 7,246 | -8.8% | 0.42% | -34.7% |
| Q1 2022 | $994,000 | +8.3% | 7,946 | +1.5% | 0.65% | +21.8% |
| Q4 2021 | $918,000 | – | 7,826 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Millington Financial Advisors, LLC | 34,002 | $2,654,556 | 2.38% |
| Phoenix Holdings Ltd. | 993,600 | $77,570,352 | 1.42% |
| LGT Financial Advisors LLC | 4,727 | $369,037 | 0.47% |
| Royal Fund Management, LLC | 39,370 | $3,073,592 | 0.42% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 20,635 | $1,632,145 | 0.35% |
| NTV ASSET MANAGEMENT LLC | 24,470 | $1,910,373 | 0.35% |
| MEANS INVESTMENT CO., INC. | 18,438 | $1,439,459 | 0.24% |
| Financial Advocates Investment Management | 33,270 | $3,053,064 | 0.22% |
| Stonebridge Financial Planning Group, LLC | 3,501 | $273,323 | 0.18% |
| Quantum Private Wealth, LLC | 4,416 | $344,758 | 0.16% |